C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,923
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$487K
3
+$433K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$394K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$290K

Top Sells

1
+$1.15M
2
+$534K
3
+$471K
4
AMN icon
AMN Healthcare
AMN
+$220K
5
KHC icon
Kraft Heinz
KHC
+$195K

Sector Composition

1 Technology 17.24%
2 Financials 13.85%
3 Industrials 12.54%
4 Healthcare 11.27%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$11K 0.01%
82
+5
1302
$11K 0.01%
218
-75
1303
$11K 0.01%
150
+15
1304
$11K 0.01%
219
-22
1305
$11K 0.01%
104
-472
1306
$11K 0.01%
119
-1
1307
$11K 0.01%
335
-3
1308
$10K 0.01%
143
+139
1309
$10K 0.01%
129
+107
1310
$10K 0.01%
38
-527
1311
$10K 0.01%
191
-1,008
1312
$10K 0.01%
414
-30
1313
$10K 0.01%
354
-3,005
1314
$10K 0.01%
198
1315
$10K 0.01%
341
-1
1316
$10K 0.01%
92
-1
1317
$10K 0.01%
166
-9
1318
$10K 0.01%
108
-3
1319
$10K 0.01%
774
+320
1320
$10K 0.01%
1,522
+21
1321
$10K 0.01%
837
+53
1322
$10K 0.01%
319
+313
1323
$10K 0.01%
200
-214
1324
$10K 0.01%
101
+53
1325
$10K 0.01%
200
-79
51 52
53
54 55